BRWM
DHY

B. Riley Wealth Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

B. Riley Wealth Management’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-605
Closed -$1K – 1033
2014
Q4 		$1K Hold
605
– – ﹤0.01% 976
2014
Q3 		$1K Hold
605
– – ﹤0.01% 1028
2014
Q2 		$1K Buy
605
+155
+34% +$502 ﹤0.01% 1069
2014
Q1 		$1K Buy
+450
New +$1.42K ﹤0.01% 1033

Other funds holding DHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

B. Riley Wealth Management's DHY Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Credit Suisse High Yield Credit Fund (DHY) in Q1 2015, closing a stake of 605 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in DHY in Q1 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 46 funds tracked by Wall St. Rank hold DHY as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Credit Suisse High Yield Credit Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 605 Credit Suisse High Yield Credit Fund shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Credit Suisse High Yield Credit Fund in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Credit Suisse High Yield Credit Fund position peaked at $1K in Q4 2014.
  • 46 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.